HubSpot Diamond Solutions Partner
HubSpot & Basecamp Integration: Automate Your Sales-to-Project Handoff
Eliminate the gap between a closed deal and project kickoff. Automatically create Basecamp projects from HubSpot deals to ensure your delivery team has immediate context, defined tasks, and correct client data without manual data entry.
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Empower Delivery Teams with Context
Your project managers shouldn't have to chase sales reps for contract details or client requirements. By integrating Basecamp with HubSpot, you provide your delivery team with a complete view of what was sold the moment the project begins.
Automated Project Creation: Instantly generate a new Basecamp project populated with the correct people and tools when a deal is marked "Closed Won."
Template Logic: Automatically apply specific Basecamp templates (e.g., "Web Design" vs. "Consulting") based on the product or service sold in HubSpot.
Seamless Information Transfer: Push critical deal notes and line items directly into Basecamp messages or to-dos so nothing gets lost in translation.
Your project managers shouldn't have to chase sales reps for contract details or client requirements. By integrating Basecamp with HubSpot, you provide your delivery team with a complete view of what was sold the moment the project begins.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Keep Sales Focused on Selling
Sales and RevOps leaders know that administrative tasks kill momentum. This integration removes the post-sale burden from your account executives, allowing them to move on to the next prospect while the system handles the transition to operations.
Triggered Handoffs: Eliminate manual project setup forms; the integration acts instantly based on your specific deal pipeline triggers.
Pipeline Visibility: Push a "Project URL" back to the HubSpot deal record so sales reps can check implementation status without leaving the CRM.
Data Integrity: Ensure that the client contact information in your project management tool matches exactly what is in your CRM, maintaining a clean database.
Sales and RevOps leaders know that administrative tasks kill momentum. This integration removes the post-sale burden from your account executives, allowing them to move on to the next prospect while the system handles the transition to operations.
Flexible, Robust Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors are built for simple, one-way data pushes. They can't handle the dynamic, tag-based segmentation or project management functions of Basecamp. We build your integration around your specific automations, mapping custom fields and project data bi-directionally.
- Bi-Directional & Uni-Directional Sync:: We configure data to flow exactly how you need it—whether that's a one-way push to kick off a project or a two-way sync to keep contact details updated in both systems.
- Real-time & Scheduled Syncs:: For immediate handoffs, we utilize webhooks to trigger actions instantly. for less time-sensitive data, we can deploy scheduled batches to optimize API usage.
- Custom Sync Logic & Triggers:: We don't just sync everything; we apply logic. For example, only sync deals from the "Enterprise" pipeline or only create projects when a deal reaches a specific stage.
- High-Volume Data Handling:: Our architecture is designed to handle robust datasets, ensuring that even complex deals with dozens of associated contacts and line items transfer reliably without timing out.
Comprehensive Object & Field Mapping
We map your CRM architecture directly to your project management hierarchy.
HubSpot
Basecamp
- Deal
- Deal Stage (e.g., Closed Won)
- Contact
- Company
- Line Items
- Deal Note / Description
- Project / Project Name
- Trigger for Project Creation
- Person / User
- Client / Company
- To-Do Lists / Cards
- Message Board Post / Project Description
- Deal Project / Project Name
- Deal Stage (e.g., Closed Won) Trigger for Project Creation
- Contact Person / User
- Company Client / Company
- Line Items To-Do Lists / Cards
- Deal Note / Description Message Board Post / Project Description
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Yes. We can map specific HubSpot Deal properties (like "Product Type") to trigger specific Basecamp templates, ensuring the right to-dos and docs are pre-loaded for the team.
Yes. We can configure the sync to move SOWs, contracts, or other attachments from the HubSpot Deal file section directly into the Basecamp "Docs & Files" area.
It depends on your preference. We can set up a bi-directional sync to update the person in Basecamp, or keep the records distinct to preserve the state of the contact at the time of project launch.
This is a managed integration solution. Unlike a generic plugin, we configure the API endpoints specifically for your workflow to ensure it handles your custom fields and unique business logic reliably.
Ready to Automate Your Handoffs?
Don't let manual data entry slow down your delivery time. Let’s discuss your current process and sketch out a workflow that allows your sales team to close deals and your project team to start working in perfect synchronization.
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